Assistant Controller/Director of Finance

About the role

An established $40M professional services firm in the Austin, TX area - recognized for its exceptional product, outstanding service, and highly personalized client experience - is seeking to add a Assistant Controller/Director of Finance to its growing team. This is a unique opportunity for the right candidate - someone who values a strong culture, an exceptional team, and long-term professional growth within a 100-person firm.

The Assistant Controller/Director of Finance will lead all financial operations, including FP&A, budgeting and planning, accounting (from transactional processes through financial reporting), financial systems, and overall fiscal stewardship. In addition to overseeing accounting and reporting, this role will play a critical part in strengthening and enhancing financial processes that support the company’s continued flexibility and growth.

Responsibilities

The Assistant Controller/Director of Finance will have the following responsibilities:

• Prepare and present monthly financial reports including but not limited to monthly profit and loss by department/business unit/market, actual vs budget by department/business unit/market, balance sheet and cash flow.
• Review and analyze monthly financial results.
• Maintain monthly operating budget and annual company operating budget.
• Ensure the proper function of all transactional and reporting systems, financial databases and financial software.
• Review and ensure application of appropriate internal controls and financial procedures.
• Lead the preparation and communication of monthly, quarterly and annual financial statements.
• Lead the preparation and timely filing of all local, state and federal tax returns.
• Lead the month-end close process.
• Review all month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation.
• Lead organizational audit effort with outside accounting firm.
• Seek advice and maintain best practices around compliance with audit requirements, state, federal and local laws.
• Assist team in performing reconciliations and journal entries for month end close as needed as well as preparing and filing monthly sales tax reporting.
• Communicate, engage and interact with Executive Team where financial topics are in play.
• Serve as key transactional contact to banks, lending organizations, auditors, taxing authorities and industry trade partners.
• Assess and evaluate financial performance of the organization with adherence to financial plans, forecasts, budgets and key performance indicators.
• Manage and improved financial systems, software and solutions providing critical financial and operational information.
• Evaluate Finance Department processes and make suggestions for automating processes and increasing accuracy and efficiency.
• Work with the CEO to establish yearly financial budgets and forecasts in advance of the budgetary period in time to provide adequate review and discussion.
• Implement financial policies, procedures and processes as deemed appropriate by the Executive Team.

Requirements

The ideal candidate will have:

• 10+ years' experience in accounting and finance.
• BS in Accounting or Finance.
• CPA or MBA preferred but not required.
• ERP training (NetSuite, QuickBooks, Sage Intacct or similar).
• Proven ability to mentor and manage 1-2 staff members.
• Steadfast belief in servant leadership and customer service.
• Ability to support and rally around a founder-led company emphasizing cultural quality and endurance and team spirit.
• Ability to work through the mundane, execute stakeholder presentations, and keep the big picture in mind.
• Desire to plant true roots and grow with the group (VP, beyond).

Benefits

The company offers:

• Highly competitive benefits.
• 4% 401k match.
• Generous PTO.
• Reasonable hours.

Pay

The salary for this role is $140,000 - $150,000 + discretionary bonus.

Schedule

The schedule for this role is 4-5 days in-office.